US Financial Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-200
Closed -$14K 488
2015
Q4
$14K Buy
+200
New +$14K 0.01% 276
2015
Q2
Sell
-100
Closed -$8.6K 532
2015
Q1
$8K Buy
+100
New +$8.31K 0.01% 277

Other funds holding CAT

US Financial Advisors's CAT Position: Q1 2016 in Review

US Financial Advisors sold out of Caterpillar (CAT) in Q1 2016, closing a stake of 200 shares — an estimated $14K sold.

US Financial Advisors first reported a position in CAT in Q1 2015 and held it in 2 quarters. The position peaked at $14K in Q4 2015. 1,085 funds tracked by Wall St. Rank hold CAT as of Q1 2016.

  • US Financial Advisors reported no remaining Caterpillar position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 200 Caterpillar shares in Q1 2016, an estimated $14K.
  • US Financial Advisors first reported a position in Caterpillar in Q1 2015 and held it in 2 quarters.
  • US Financial Advisors's Caterpillar position peaked at $14K in Q4 2015.
  • 1,085 funds tracked by Wall St. Rank held Caterpillar as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.